Our Story
A History of Disrupting Capital Markets
Public-Company Financing & Capital-Markets Work
The companies we’ve financed and guided — the engagements behind the firm.
2010 · The First Gold Bullion ATM
We have a history of being a disrupter in the capital markets since our inception in 2010 when we launched the first Gold Bullion Vending Machine in the United States in Boca Raton, Florida:
- We identified the project for the public company that was seeking a novel way to enter the gold bullion sales market, traveled to Germany to compete with over 100 companies from around the world to acquire the US rights to the machine and raised the capital to implement the launch and associated business plan.
- The launch was seeded by a financing we structured for the company’s founding shareholders: through AU Speculators, LLC, we arranged a gold-mining-lease transaction — a roughly $30,000 lease position that converted into a restricted-stock stake carried at many times that value on the company’s books — providing the capital that put the first machine on the ground.
- The resulting organic publicity was incredible, and our founder David Jones was featured in numerous live interviews over a period of weeks on CNN, CNBC, Fox Business News, Fox News and others….
2013–2025 · Case Study
A 13-Year Capital Markets Partnership
In 2013, we began working with a U.S.-listed micro-cap company — at the time, an OTC biofuels concern. Within about a year, the company changed direction; eighteen months in, it became the first U.S. public company to own and operate a state-licensed medical cannabis dispensary. The engagement that followed lasted thirteen years.
The Capital Arc — $17M from a deep institutional network
Across the engagement we coordinated more than $17 million of direct investment capital. Over 90% of it came from a single Cayman Islands-based institutional fund with whom we’d built a multi-decade relationship. We continue to work with that network today — the broader Cayman partnership, alongside additional U.S.-based institutional sources. That depth of relationship matters: we don’t depend on any single check-writer for any single client, and we’ve kept the network intact across leadership changes on both sides.
Every raise was shareholder-friendly. No floorless convertible debt, no toxic structures, no extractive financing. The Cayman fund managed its position actively across the years — selling and reinvesting in the company in the normal course of institutional capital management. Every dollar they took out went back in.
When the cannabis-industry collapse forced one reverse split — driven by market-wide repricing, not by any financing mechanic — the fund changed posture. From that point forward, they stopped selling. They held their position through the entire stretch that followed and continued providing fresh capital while we worked alongside the company on its options.
Some shareholders sold during the industry collapse, but the majority who backed the company at year one were still on the cap table at year thirteen — tested by cycles, diluted by raises, but anchored.
Strategic Guidance Beyond the Raise
A 13-year relationship is more than a capital pipeline. We handled licensing of domestic and international cannabis facilities; coordinated SEC filings (8-K, 10-Q, 10-K, S-1); managed DTC and OTCQB applications; and established the mainstream banking relationships the cannabis industry typically denies its operators. We advised on cap structure decisions, M&A and corporate development opportunities, exchange listing matters, and the constant strategic recalibration that public-company life demands.
Investor Awareness Through the Cycle
Coordinated stock awareness campaigns ran during the early years — at one point driving so much retail interest that our hosting infrastructure nearly went down. The stock traded several million dollars per day for months at a stretch; the awareness work helped build a base of over 7,000 shareholders. That liquidity is what made shareholder-friendly raises possible. Financiers compete differently for a name with deep retail engagement than they do for one without it.
The Conclusion
After more than thirteen years and significant evolution of the cannabis industry, the engagement concluded in 2025. The company has since transitioned out of cannabis and is exploring new opportunities. Industries change; what endures are the relationships and the principles — the capital partners we still work with today, and the conviction that growing a public company is incompatible with extracting from it.
The Through-Line
The Cayman Relationship — Bigger Than Any One Company
Since 2010, David has served as Senior Advisor to CVC International Ltd, a Grand Cayman-based venture capital and private-investment firm. That fund provided the majority of the $17 million behind the cannabis engagement — but the relationship reaches well beyond it. We have advised the fund and its network on a range of opportunities over the years, public and private, many unrelated to the public companies we consult for. The fund itself wound down its operations earlier this year following the passing of its founder — but the relationships, which reach back nearly 30 years, continue today with the broader network of people, businesses, and funds we have long known on the island — and we are actively exploring new opportunities together.
And throughout — including the years our primary focus was the capital-markets work above, when active Wall Street Profit Search publication took a back seat — we never stopped working with investors and institutions on market picks and opportunities. The relationships were always live; in 2025 we simply turned the newsletter back on.
Broader-Market Research & Our Newsletter
Beyond the companies we finance, Wall Street Profit Search publishes independent research and trading alerts on broader-market names — TSLA, FNMA, RACE, Bullish, Compass Pathways, SpaceX and others. These picks are our currency: strong, timely calls build and engage a network of investors, professionals, and institutions — and that network is what gives the special situations we take on, and the companies we consult for, real reach. The picks earn the audience; the audience is what makes the banking and awareness work land.
Wall Street Profit Search has published since 2012, but active publication took a back seat through the years our cannabis investment-banking work took center stage — even as we kept advising investors and institutions behind the scenes. We resumed regular publication in 2025, and these were the first calls out of the gate:
Three Straight Winning Calls
2025 · Bullish (NYSE: BLSH)
- Take a look at the Wall Street Profit Search Newsletter that we released in September of 2025 that profiled Bullish, a NYSE IPO.
- This report was issued at the request of some of the investor groups we work with in Grand Cayman and was sent to just over 20,000 subscribers that indicated they had an interest in receiving this type of message. The open rate was 25.46% with a click through rate of 75.9% — we provide detailed email data reports to our clients showing how many people opened the mail and clicked on the links, how long they viewed the different pages, etc.
- When we released the report, the stock was trading at approximately $48–53 per share. Shortly thereafter it hit a high of approximately $70 per share, affording those included the positioning to take a short term profit of 25–30% depending on their trading timing.
2026 · Compass Pathways (NASDAQ: CMPS)
Our April 22, 2026 Wall Street Profit Search Buy Recommendation on Compass Pathways (NASDAQ: CMPS), the most advanced psychedelic-medicine company in the world:
- This report was sent to 19,785 subscribers that indicated they had an interest in receiving this type of message, and was delivered in under two minutes. The open rate was 25.49% with a click through rate of 86.56%.
- When the report was released, CMPS was trading at approximately $9.30 per share after two successful Phase 3 trials, a rolling NDA filing at the FDA, and a newly announced Osmind clinic-readiness partnership. Six covering Wall Street analysts have a mean price target of $24.83 (median $16.50), and H.C. Wainwright’s outlier high is $70 — implying roughly 77–167% upside and a potential ~7x at the Street’s high target. This is positioned as a mid-to-long-term hold as Compass progresses toward commercial launch readiness by year-end 2026.
- Since the recommendation, CMPS has done what we hoped — running as high as just over $15, a gain of roughly 60% in about three months, before easing with the broader market (still well above our entry). In July the thesis was validated twice over: Compass’s 26-week Phase 3 durability data held, and Eli Lilly agreed to acquire ATAI — Compass’s longtime largest shareholder — for $2.8 billion, a $700-billion pharma paying up to enter the exact category Compass leads. That leaves CMPS as the premier independent name in psychedelic medicine and, in our view, a logical takeout candidate.
2026 · SpaceX (NASDAQ: SPCX)
And our most recent Wall Street Profit Search feature, on SpaceX (NASDAQ: SPCX), following the largest IPO in history:
- We first wrote up SpaceX shortly after its record-setting June 12, 2026 IPO at $135 — a hold-for-years position, with instructions to accumulate in pieces on the lock-up-driven weakness rather than chase it. When it pulled back below the IPO price to around $111 in late July, we followed with an outright buy recommendation at $111 — right in the accumulation zone we had flagged.
- From there it did exactly what we laid out: SPCX worked its way back above $145 — briefly over $150 intraday — and trades around $140 today, a gain of roughly 25–30% from where our readers could accumulate. Meanwhile Wall Street initiated buy-equivalent coverage across at least half a dozen major firms (Morgan Stanley, Bank of America, Citi and Raymond James among them), with a consensus target near $244 — pointing to substantial further upside.
- This combined Compass Pathways / SpaceX update was delivered to 68,408 recipients — nearly 70,000 subscribers (per our iContact Report Card), sent in staged batches across the list. In under a year our readership had more than tripled from the ~20,000 who received the Bullish alert — the clearest measure of how the research builds the audience.
